The Nakamura Chen Dauphin Jackson Group
Managing your wealth starts with a complete understanding of your financial life. Our experienced team specializes in personalized wealth management strategies designed to help you achieve what matters most. We combine the investment expertise of Merrill with the banking convenience and lending solutions of Bank of America, offering a holistic approach to your financial future. From retirement planning and investment management to cash flow strategies and credit solutions, we provide flexible strategies that adapt to today’s changing markets. Partner with us to pursue your goals with confidence through customized financial planning and wealth management services.
Published on January 12, 2023. Rankings based on data as of March 31, 2022.
2023 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
CEPA®, CFP®, CPFA®
CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
